Saudi Arabia’s Two-Front Fiscal Test: War Risk, Oil Corridors and the Repricing of Vision 2030

Scope: This assessment examines Saudi Arabia through September 26, 2026, focusing on the interaction between wartime energy-security expenditure, disruption of oil-export infrastructure, sovereign financing requirements, Public Investment Fund capital allocation and the implementation trajectory of Vision 2030, with a five-year analytical horizon where future implications are material. Executive Summary / BLUF Saudi Arabia is not … Leggi tutto Saudi Arabia’s Two-Front Fiscal Test: War Risk, Oil Corridors and the Repricing of Vision 2030